See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,397 | $176,056+127.4% | $159,436+151.1% | $167,490+139.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.63% | 331.75%-326.1pp | 263.57%-257.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $29,663 | $5,297+460.0% | $4,829+514.2% | $4,837+513.2% |
| Participant deferral / active EE | $19,200 | $7,750+147.7% | $7,352+161.1% | $6,341+202.8% |
| Admin fee / account holder | $1,518 | $12,554-87.9% | $10,799-85.9% | $12,309-87.7% |